|
1
|
RWA Wealth Partners
Newton,
Massachusetts
|
$5.85M
|
+$5.5M
|
+79,705
|
New
|
|
|
2
|
Madison Asset Management
Madison,
Wisconsin
|
$5.23M
|
-$150K
|
-2,173
|
-3%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$3.68M
|
+$2.55M
|
+36,881
|
+279%
|
|
|
4
|
|
$3.56M
|
-$843K
|
-12,215
|
-20%
|
|
|
5
|
S&CO Inc
Boston,
Massachusetts
|
$1.1M
|
–
|
–
|
–
|
|
|
6
|
HSBC Holdings
London,
United Kingdom
|
$514K
|
–
|
–
|
–
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$389K
|
+$366K
|
+5,301
|
New
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$339K
|
+$318K
|
+4,602
|
New
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$335K
|
+$11K
|
+159
|
+4%
|
|
|
10
|
|
$330K
|
–
|
–
|
–
|
|
|
11
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$238K
|
–
|
–
|
–
|
|
|
12
|
Old Mission Capital
Chicago,
Illinois
|
$212K
|
+$199K
|
+2,883
|
New
|
|
|
13
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$174K
|
+$164K
|
+2,370
|
New
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$110K
|
-$6.08K
|
-88
|
-6%
|
|
|
15
|
Cedar Wealth Management
Walnut Creek,
California
|
$93K
|
+$45.7K
|
+662
|
+110%
|
|
|
16
|
Cutler Group
San Francisco,
California
|
$80K
|
+$76K
|
+1,100
|
New
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$71K
|
+$64.7K
|
+937
|
+3,023%
|
|
|
18
|
Liberty Wealth Management
Oakland,
California
|
$55K
|
+$51.8K
|
+750
|
New
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$52K
|
–
|
–
|
–
|
|
|
20
|
|
$28K
|
+$26.2K
|
+379
|
New
|
|
|
21
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$20K
|
+$18.6K
|
+269
|
New
|
|
|
22
|
Fidelity Investments
Boston,
Massachusetts
|
$15K
|
-$69
|
-1
|
-0.5%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$15K
|
–
|
–
|
–
|
|
|
24
|
Global Retirement Partners
San Rafael,
California
|
$7K
|
–
|
–
|
–
|
|
|
25
|
Steward Partners Investment Advisory
New York
|
$7K
|
–
|
–
|
–
|
|
